Q1 2026 13F · SEC CIK 1791965

Kingsview Wealth Management, LLC

Wealth managerFiled 2026-05-12 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.3B
Reported positions: 1,312
Top holdings a year, 3 yrs: +16.4%
Assets under management: $9.0B

Kingsview Wealth Management, LLC is a wealth manager that reported 1,312 positions worth $7.3B in its Q1 2026 13F, filed 2026-05-12. Its largest holdings were Northern Lts Fd Tr IV (MPRO, 3.1%), Apple Inc (AAPL, 2.6%), Nvidia Corporation Com (NVDA, 2.6%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 20.4% for the S&P 500.

Kingsview Wealth Management, LLC holdings largest 50 of 1,312 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kingsview Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
MPRONorthern Lts Fd Tr IV	3.1%	3.2%	7,362,775	+3.1%	$230.0M
AAPLApple Inc	2.6%	2.8%	763,437	+6.6%	$193.8M
NVDANvidia Corporation Com	2.6%	2.6%	1,085,563	+12.3%	$189.3M
MAMBNorthern Lts Fd Tr IV	2.3%	2.2%	7,050,997	+12.3%	$170.0M
AGGIshares Tr	2.3%	1.9%	1,668,749	+29.5%	$165.7M
SPYGSpdr Series Trust	2.2%	2.3%	1,607,843	+6.7%	$157.4M
MVFGNorthern Lts Fd Tr IV	1.9%	1.8%	4,348,501	+10.3%	$140.0M
MBCENorthern Lts Fd Tr IV	1.8%	1.8%	3,859,663	+14.4%	$133.1M
MSSSNorthern Lts Fd Tr IV	1.6%	1.6%	3,841,170	+1.7%	$114.8M
VOOVanguard S&p 500 ETF	1.3%	1.2%	163,970	+19.6%	$98.0M
SPTIState Street ETF/USA	1.3%	1.4%	3,411,524	+1.6%	$97.8M
MVFDNorthern Lts Fd Tr IV	1.3%	1.2%	3,270,747	+12.9%	$95.9M
AVGOBroadcom Inc	1.3%	0.6%	306,087	+157.2%	$94.7M
MSFTMicrosoft Corp	1.3%	1.6%	251,257	+8.9%	$93.0M
AMZNAmazon Com Inc Com	1.2%	1.3%	427,292	+10.7%	$89.0M
SFLRInnovator Etfs Trust	1.0%	1.0%	2,167,558	+14.9%	$76.8M
LLYLilly Eli & Co	0.9%	1.1%	75,471	+6.9%	$69.4M
WMTWalmart Inc	0.9%	0.9%	555,832	+1.2%	$69.1M
SPABSpdr Series Trust	0.9%	0.9%	2,695,425	+8.6%	$69.1M
QQQInvesco Qqq Tr	0.9%	0.9%	109,102	+4.5%	$63.0M
PLTRPalantir Technologies Inclass Class A	0.8%	—	422,311	—	$61.8M
XLKState Street Technology Select Sector Sp	0.8%	0.7%	455,331	+26.2%	$60.5M
AMDAdvanced Micro Devices Inc	0.8%	—	282,035	—	$57.4M
NFLXNetflix Inc Total	0.8%	0.7%	588,957	+14.1%	$56.6M
MDPLNorthern Lts Fd Tr IV	0.8%	0.8%	2,191,126	+6.4%	$56.2M
GEGe Aerospace	0.8%	1.0%	196,112	-9.9%	$55.7M
GOOGLAlphabet Inc	0.7%	0.7%	182,248	+16.7%	$52.4M
MAMastercard Inc.	0.7%	0.8%	98,120	+1.4%	$49.0M
JAJLInnovator Etfs Trust	0.6%	0.7%	1,592,565	-0.0%	$46.3M
ISRGIntuitive Surgical Inc	0.6%	—	100,396	—	$46.3M
JPMJpmorgan Chase & Co	0.6%	0.6%	154,138	+11.0%	$45.3M
XLCSelect Sector Spdr Tr	0.6%	—	408,952	—	$45.3M
QQQMInvesco Nasdaq 100 ETF	0.6%	0.5%	179,046	+44.0%	$42.5M
NKENike Inc Cl B	0.6%	0.7%	792,797	+4.5%	$41.9M
BALTInnovator Etfs Trust	0.5%	0.5%	1,155,711	+14.7%	$38.7M
SPTMSpdr Series Trust	0.5%	0.5%	462,465	+7.3%	$36.6M
MBBIshares Tr	0.5%	—	384,249	—	$36.5M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	51,906	-2.6%	$33.8M
LQDIshares Tr	0.5%	—	306,942	—	$33.5M
XLVSelect Sector Spdr Tr	0.4%	0.5%	221,599	-2.1%	$32.5M
METAMeta Platforms Inc Class A	0.4%	0.5%	55,808	+9.8%	$31.9M
VUGVanguard Indx Fd	0.4%	0.5%	72,181	+3.9%	$31.5M
IAUIshares Gold Trust	0.4%	0.5%	343,318	-23.2%	$30.3M
XOMExxon Mobil Corp	0.4%	—	176,048	—	$29.9M
CVXChevron Corp New	0.4%	—	136,952	—	$28.3M
GOOGAlphabet Inc	0.4%	0.4%	98,035	+5.6%	$28.1M
IEFiShs 7-10 ys Tsy	0.4%	0.5%	292,002	-20.7%	$27.9M
BUFFInnovator Etfs Trust	0.4%	0.4%	520,381	+1.1%	$25.7M
SPYVSpdr Series Trust	0.4%	—	454,428	—	$25.7M
FTSMFirst Tr Exchange-Traded Fd	0.3%	0.4%	422,999	-4.2%	$25.3M

What Kingsview Wealth Management, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.9% /yr; S&P 500 +20.1%
3 years: +16.4% /yr; S&P 500 +20.4%
5 years: +10.6% /yr; S&P 500 +14.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$7.3B	1,312
Q4 2025	$6.9B	1,229
Q3 2025	$6.5B	1,191
Q2 2025	$5.9B	1,160
Q1 2025	$5.3B	1,086
Q4 2024	$5.1B	1,098
Q3 2024	$4.8B	1,082
Q2 2024	$4.2B	1,032
Q1 2024	$4.0B	1,008
Q4 2023	$3.3B	943
Q3 2023	$2.8B	927
Q2 2023	$2.5B	903

Questions about Kingsview Wealth Management, LLC's portfolio

What stocks does Kingsview Wealth Management, LLC own?

Kingsview Wealth Management, LLC's latest 13F, for Q1 2026 and filed May 12, 2026, lists 1,312 positions worth $7.3B. The largest are Northern Lts Fd Tr IV (MPRO) at 3.1%, Apple Inc (AAPL) at 2.6%, Nvidia Corporation Com (NVDA) at 2.6%, Northern Lts Fd Tr IV (MAMB) at 2.3% and Ishares Tr (AGG) at 2.3%.

What did Kingsview Wealth Management, LLC buy last quarter?

In Q1 2026, Kingsview Wealth Management, LLC added Broadcom Inc (AVGO) (+157.2% shares), Invesco Nasdaq 100 ETF (QQQM) (+44.0% shares) and Ishares Tr (AGG) (+29.5% shares), compared with its Q4 2025 filing.

What did Kingsview Wealth Management, LLC sell last quarter?

In Q1 2026, Kingsview Wealth Management, LLC cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 Texas Instruments Inc (TXN), cut from its top 50 Capital One Financial Corp (COF), cut from its top 50 Booking Holdings Inc Com (BKNG), cut from its top 50 Spdr (XLU), Ishares Gold Trust (IAU) (-23.2% shares), iShs 7-10 ys Tsy (IEF) (-20.7% shares) and Ge Aerospace (GE) (-9.9% shares), compared with its Q4 2025 filing.

How has Kingsview Wealth Management, LLC's portfolio performed?

A portfolio copying Kingsview Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.9% against +20.1%. Over 5 years: +10.6% a year against +14.0%.

When is Kingsview Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kingsview Wealth Management, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Kingsview Wealth Management, LLC manage?

Kingsview Wealth Management, LLC reported $9.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $7.3B.